There are no new recommended funds for Upgrading this month.

However, beginning last month, SMI’s Upgrading strategy shifted from providing four official fund recommendations in each stock category to listing only three. (See Simplify Your Fund Upgrading By Owning Fewer Funds.) This means each risk category had one official recommendation removed. The purpose of this column is to provide status reports on those formerly recommended funds, so readers who already own them will know when they have fallen out of their category’s top quartile and should be sold. Of course, it’s okay to sell these sooner if you wish, but these updates are provided so readers don’t feel like they need to sell immediately.

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